Cantor Fitzgerald Provides $141M CMBS Loan for Raleigh Office Complex

Ligent Technologies, a supplier of optical transceivers and chips, is set to list in Hong Kong, raising HK$5.67 billion. The company, originally focused on broadband infrastructure, has shifted to AI and cloud-computing demand, with data-communications transceivers now making up 69.4% of its revenue. Its revenue grew from RMB4.24 billion in 2023 to RMB8.35 billion in 2025, with first-half 2026 revenue at RMB5.39 billion, up 27.9% year-over-year.

Apple announced the A20 Pro chip for the iPhone 18 Pro lineup, featuring a 7-core GPU with 40% faster graphics, a 32-core Neural Engine, and 50% more memory bandwidth. Built on TSMC’s 2nm process, it marks a significant leap in performance and efficiency. The chip is designed to support AI workloads and advanced graphics, with implications for the broader chip supply chain.

NVIDIA (NASDAQ:NVDA) invested $2 billion in Coherent Corp. (NYSE:COHR) for optics development and supply. The deal highlights the importance of optical bandwidth in AI data centers. Coherent gains capital and demand visibility, while NVIDIA secures critical components for its AI systems. Both companies benefit from increased optical content in AI architectures.

Bandwidth (BAND) reported strong Q2 results, partnering with Salesforce on AI communications and raising its 2026 revenue and EBITDA outlook. The company aims for $1.1B revenue and $72.9M earnings by 2029, with analysts' views varying on AI monetization and risks.

Nvidia introduced NVHBM, a custom high-bandwidth memory technology with 30% more bandwidth than HBM4E. The design moves the memory controller to the base die, improving performance and power efficiency. Nvidia plans to collaborate with suppliers like Samsung and SK Hynix for manufacturing. The industry expects growing demand for custom HBM solutions.

NVIDIA unveiled NVHBM, a custom HBM base die technology, aiming to lead the custom high-bandwidth memory market. Developed with major memory suppliers and Annapurna Labs, NVHBM integrates the memory controller into the HBM base die, potentially increasing memory bandwidth by 30%, reducing power consumption by 15%, and freeing up 25% more GPU area. NVIDIA aims to shift base die design from memory makers to xPU companies like itself.